Craig Norris, Cfp®

Craig Norris, Cfp® Email and Phone Number

Co-Founder and Wealth Advisor @ Archiwealth
Chicago, IL, US
Craig Norris, Cfp®'s Location
Chicago, Illinois, United States, United States
Craig Norris, Cfp®'s Contact Details

Craig Norris, Cfp® work email

Craig Norris, Cfp® personal email

n/a
About Craig Norris, Cfp®

Craig Norris, Cfp® is a Co-Founder and Wealth Advisor at Archiwealth. He possess expertise in relationship building, communication, problem solving, youth mentoring, team coordination and 9 more skills.

Craig Norris, Cfp®'s Current Company Details
Archiwealth

Archiwealth

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Co-Founder and Wealth Advisor
Chicago, IL, US
Website:
archiwealth.com
Employees:
2
Craig Norris, Cfp® Work Experience Details
  • Archiwealth
    Co-Founder And Wealth Advisor
    Archiwealth
    Chicago, Il, Us
    View
  • Archiwealth
    Co-Founder & Wealth Advisor
    Archiwealth Jan 2024 - Present
    Greater Chicago Area
    I work with individuals and families to create customized financial solutions to help them achieve their financial dreams. I'm passionate about helping clients make purposeful and data-driven decisions.
    View
  • Mariner Wealth Advisors
    Associate Wealth Advisor
    Mariner Wealth Advisors Jan 2023 - Dec 2023
    Greater Chicago Area
    As an Associate Wealth Advisor at Mariner, I collaborated with a wealth team to provide tailored wealth management services to high-net-worth clients through financial planning, tax planning, investment strategies, and estate planning.
    View
  • Mariner Wealth Advisors
    Senior Client Service Associate
    Mariner Wealth Advisors May 2022 - Dec 2022
    Chicago, Illinois, United States
    View
  • Brown County High School
    Head Coach - Varsity Boys Soccer
    Brown County High School Feb 2019 - Jan 2022
    Bloomington, Indiana
    As the Head Coach of the Brown County soccer program, I led a team of 19 student athletes, created strategic game plans, implemented drills to enhance team performance, conducted one on one meetings with players, and strove to be a positive influence in the lives of the student athletes.
    View
  • Wealthquest
    Wealth Management Intern
    Wealthquest May 2021 - Nov 2021
    Cincinnati, Ohio
    As a Wealth Management Intern at Wealthquest, I provided support to the investment management, financial planning, estate planning, business development and compliance teams through various projects to gain a comprehensive understanding of the firm.
    View
  • Invst
    Investment Analyst Intern
    Invst May 2020 - Aug 2020
    Indianapolis, Indiana, United States
    As an Investment Analyst Intern at Invst, I assisted the Chief Investment Officer and Investment Team by completing multiple investment audits, creating Excel-based financial models, back-testing data, and analyzing client information in Charles Schwab, Salesforce, and Orion platforms.
    View

Craig Norris, Cfp® Skills

Relationship Building Communication Problem Solving Youth Mentoring Team Coordination Microsoft Office Active Listening Coaching Public Speaking Time Management Persuasion Adaptability Servant Leadership Empathy

Craig Norris, Cfp® Education Details

Frequently Asked Questions about Craig Norris, Cfp®

What company does Craig Norris, Cfp® work for?

Craig Norris, Cfp® works for Archiwealth

What is Craig Norris, Cfp®'s role at the current company?

Craig Norris, Cfp®'s current role is Co-Founder and Wealth Advisor.

What is Craig Norris, Cfp®'s email address?

Craig Norris, Cfp®'s email address is cr****@****ors.com

What schools did Craig Norris, Cfp® attend?

Craig Norris, Cfp® attended Indiana University - Kelley School Of Business.

What skills is Craig Norris, Cfp® known for?

Craig Norris, Cfp® has skills like Relationship Building, Communication, Problem Solving, Youth Mentoring, Team Coordination, Microsoft Office, Active Listening, Coaching, Public Speaking, Time Management, Persuasion, Adaptability.

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